E. J. Victor, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, E. J. Victor, Inc. (EIN 58-1868552) is a plan sponsor located in Morganton, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
58-1868552
Location
Morganton, NC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,227,971
Total reported net assets (EOY)
$3,227,971

Contributions & income

Employer contributions
$77,247
Participant contributions
$194,923
Total income / additions
$713,118

Expenses & distributions

Benefits paid / distributions
$1,040,330
Total expenses
$1,048,949
Net increase / (decrease)
-$335,831

Coverage

Total reported participants
312
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

E. J. Victor, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
E. J. Victor, Inc. 401(K) Retirement Plan001166$3,227,9712023
E.J. Victor, Inc. Employee Benefits Plan501146not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for E. J. Victor, Inc.
YearPlanParticipantsSchedulesFiling
2023E.J. Victor, Inc. Employee Benefits Plan14620240412082028NAL0002106673001
2023E. J. Victor, Inc. 401(K) Retirement Plan166H, C20240712070417NAL0035232930001

Related Form 5500 pages